Client Training Consultant

Role Overview

Schedule and Location

• The role is described as having a flexible hybrid schedule.
• The primary work location is 483 Bay Street in Toronto until approximately late 2026, when it is expected to move to 3 Robert Speck Parkway in Mississauga.
• Travel, including weekends, is required for training and client-site activities.

Core Responsibilities

• Deliver client training through a train-the-trainer approach in person, online, and at client sites.
• Create accurate, current training and product education with subject matter experts.
• Participate in product sprint reviews and product or feature launch discussions.
• Provide support and training for FCC applications offered to clients.
• Coordinate training sessions and ensure instructional materials, technology, and sites are available.
• Support advisor transitions and client acquisitions through training and facilitation.
• Coordinate account opening and transfer of assets for transitioning advisors and branches.
• Use continuous improvement methods and industry best practices to improve processes and customer service.
• Build trusting relationships with clients and represent FCC Product Solutions internally and externally.
• Prepare training plans, agendas, logs, post-event reports, surveys, checklists, schedules, and transition summaries.

Required Qualifications

• At least 5 years of client account management or training experience in financial services.
• Post-secondary education or equivalent work experience.
• Proven project management experience.
• Experience communicating with executive-level clients and senior-level managers.
• Ability to explain complex technical concepts in clear language for different audiences.
• Strong written, verbal, interpersonal, influencing, flexible, and adaptable communication skills.
• Ability to solve problems in high-stress situations and anticipate training challenges.
• Knowledge of adult learning principles and engaging, interactive training methods.
• Willingness to travel, including weekends.

Preferred Qualifications

• Brokerage, carrying, or custodian industry experience is preferred.
• An adult education certificate is an asset.
• Completion of the Canadian Securities Course is an asset.

Expected Outcomes

• Clients complete agreed training plans on schedule and understand FCC technology and client-facing applications.
• Training uses current methodologies, generates positive client feedback, and supports effective product utilization.
• Advisor and branch transitions are completed with minimal disruption and improved productivity.
• Continuous improvement reduces rework, complexity, handoffs, wait times, and process costs.

Compensation

• Total annual cash compensation, including base salary and target bonus, ranges from $111,000 to $129,000 based on experience and qualifications.
• The package includes an RRSP contribution after six months without requiring employee matching.

Benefits and Support

• Benefits include employer-paid health coverage, parental leave top-up, home office equipment support, paid volunteer time, professional development, tuition reimbursement, and flexible work arrangements.

Company Context